Whoa! Don’t Skip the Tax Credits You’re working on your tax return. You’re in a hurry. You want to get done and get it over with, so you skip the tax credits sections and hit send. Bad idea! Tax credits are designed to reduce your tax payment. That means that if you qualify for them, […]
Nothing says 2016 like mobile technology. As I sit in a city coffee shop typing on my Chromebook, smartphone in hand, I see every other person nearby similarly staring at their mobile devices. We like being connected, everywhere. In our busy lives, mobile devices provide flexibility and convenience. Financial institutions are paying attention, designing mobile […]
Spoiler alert: Personal financial success has little to do with good luck! When friends found out my husband and I were retiring in our mid-fifties to pursue our dream of traveling and moving to a big city, many of them exclaimed, “You’re so lucky. I’ll never have enough money to retire”. The implication there was […]
This new year, are you asking yourself when you can finally quit your day job? We’ve all dreamed of it: waking up without an alarm clock, doing anything we want to do all day long, no schedules, no meetings, no boss, just time to relax and enjoy ourselves. That’s what retirement should be. Unfortunately, more […]
This January has seen stock market volatility unlike any other January on record. Many investors are panicked, while many are calling it a simple stock market “correction.” Historically, January is a pretty healthy month for stock markets. With international forces and commodity fluxuations at work in the market, it’s easy to get into panic mode […]